Lauren Flemen is a CFP® at United Capital Financial Advisors with eight years of prior experience at Apexium Financial LP and five years at Atlantic Trust. She has been with United Capital since 2025. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Timothy Hermann is a CFP® with 19 years of industry experience. He is currently with Advisors Capital Management, LLC and has held prior roles at CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Fisher Investments. Advisors Capital Management serves a broad mix of clients, including high-net-worth individuals and employee benefit plans, offering discretionary portfolio management with customized private accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection and manages over $8 billion in assets, primarily acting as an outsourced sub-advisor to broker-dealers and RIAs.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Greenwich Wealth Management since 2018. Prior to that, he held positions at Westchester Country Club, Morgan Stanley, and Tullett Prebon, as well as studying at Southern Methodist University. Greenwich Wealth Management provides investment supervisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm builds bespoke portfolios using fundamental, technical, and macro analysis across a broad set of instruments and typically manages accounts with discretionary authority tailored to client objectives.

Paul Hagen is a financial advisor with Citizens Private Wealth who holds Series 66 and Series 63 credentials and has 24 years of industry experience. His career includes prior roles at Barclays Capital Inc. and multiple positions within Citizens Bank entities since 2015. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, complemented by tax and estate structuring and business consulting services for multigenerational family and closely held business matters.

Vincenzo Iannucci is a financial advisor at Citizens Private Wealth with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Flagstar Advisors and Signature Securities Group. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pensions, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional products and services such as bank deposit programs and securities-based lending.

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Karen Glassman is a financial advisor at New Edge Wealth in Stamford, CT, with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mid Atlantic Capital Corporation, Independent Brokerage Solutions LLC, Unio Capital LLC, and Rose & Co. Capital Advisors LLC. Glassman is also the managing member of Calista Capital, LLC, a consulting business unrelated to securities transactions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Nicholas Bhaskar is a financial advisor at O'Shaughnessy Asset Management, LLC with 3 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Capital One and PricewaterhouseCoopers. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm uses a systematic, model-driven investment process based on empirical research and offers a customizable platform for advisers alongside sub-advisory and mutual fund management services.

Anthony Bevilaqua is an investment advisor at Sprott Asset Management USA Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sprott Asset Management USA since 2020, also working with Sprott Global Resource Investments Ltd. since 2013. Bevilaqua is involved with Miles Franklin Ltd., a precious metals dealer, providing a supplemental offering to Sprott Global's clients. Sprott Asset Management USA offers investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, specializing in precious metals and natural resources through both discretionary and non-discretionary strategies. The firm employs a combination of bottom-up fundamental analysis and top-down asset allocation, managing a range of registered funds, ETFs, and private limited-partnership funds.

Jack Chandler is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation. He has been with New Edge Wealth and its affiliated entity since 2025 and has no prior experience in the financial industry. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions enhanced by AI-assisted analytics under human supervision.

George Gipp is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds the CFP® and CFA® designations and has been with Clarfeld Financial Advisors, LLC since 2014. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture investment framework and offers discretionary portfolio management supported by quantitative and qualitative research.

Ryan Mcintyre is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Sprott Asset Management USA Inc. He previously worked at Maverix Metals Inc. and Tocqueville Asset Management LP. Mcintyre is also the proprietor of an LLC that engages in personal trading of physical metals. Sprott Asset Management USA provides investment management services to retail and high-net-worth individuals, institutional clients, and pooled investment vehicles, with a focus on precious metals and natural resources. The firm employs a combination of bottom-up fundamental analysis and cyclical/value-oriented strategies, alongside top-down asset allocation, and manages both registered investment companies and pooled commodity vehicles.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Kelly Lavin is a financial advisor at O'Shaughnessy Asset Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining O'Shaughnessy Asset Management, Lavin worked at Goldman Sachs Ayco for three years. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process based on empirical research and offers a customizable advisor-facing platform alongside managed options overlays.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.

Mark Hebeka is a financial advisor at O'Shaughnessy Asset Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Franklin Templeton Financial Services Corp, Merrill, and Franklin Distributors, LLC. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and a variety of institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing equity portfolios, mutual funds, and ETF-based strategies.

Robert Bennett Jr. is a financial advisor at Brighton Jones LLC with 12 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at NYLIFE Securities LLC, Mutual of America Securities LLC, and Round Rock Advisors LLC. Bennett is also a licensed insurance agent involved in insurance sales and implementation. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients. The firm offers a whole-balance-sheet approach with discretionary portfolio management and access to private investment funds through its affiliated ecosystem.

Adam Perlaky is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at ISDA, Foreside Fund Services, LLC, and World Gold Trust Services, LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment strategies and routinely utilizes third-party sub-advisers and manager referral arrangements while overseeing ongoing portfolio management.

John Barker is a financial advisor at Sprott Asset Management USA Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sprott Global Resource Investments Ltd. and A.G.P. / Alliance Global Partners. Outside his advisory role, Barker is involved in several ventures including brokering gold leases and bullion sales, blogging on economic topics, facilitating wine and whiskey investment opportunities, and managing a blueberry farm in Portugal. Sprott Asset Management USA, Inc. provides investment advisory services to individuals, institutions, and pooled investment vehicles, focusing on natural-resource and precious-metals strategies. The firm employs bottom-up, value-oriented fundamental analysis combined with top-down asset allocation and offers both actively managed and index-based ETFs, including physical commodities exposure.